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Customizable Title Card on CRM Records

Feature Status: In beta

2 Sep 2026

Order Amount (Revenue) Attribution

Feature Status: In beta

25 Aug 2026

Customer Agent provides contextual Deployment Recommendations

Feature Status: Live

25 Aug 2026

Multi-Account Management: Expanded Eligibility

Feature Status: Live

18 Aug 2026

Meet Agent Builder: custom agents made for your business

Feature Status: Live

18 Aug 2026

See Prospecting Agent email drafts in your activity feed

Feature Status: Live

12 Aug 2026

AI-prioritized invoices and collection emails

Feature Status: Live

12 Aug 2026

Tax Registration Obligation Monitoring

Feature Status: Live

12 Aug 2026

Contract and project record associations

Feature Status: Live

12 Aug 2026

Public API for CRM Pipeline Rules

Feature Status: In beta

5 Aug 2026

New Merge Preview in the Duplicates Management Tool

Feature Status: Live

4 Aug 2026

Cross-object Filtering on CRM Index Pages

Feature Status: In beta

22 Jul 2026